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← The revenue growth and margins needed to justify Nvidia’s and OpenAI’s late-2025 pricing are improbable.
17 connected korrents · 17 moments from 29 Jun 2023 to 22 Oct 2026. Nearly all of them are about semiconductors .
Everything filed under OpenAI
OpenAI
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government
Everything filed under data centers
data centers
Everything filed under design
design Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Read this korrent: The revenue growth and margins needed to justify Nvidia’s and OpenAI’s late-2025 pricing are improbable. The revenue growth and margins needed to justify Nvidia’s and OpenAI’s late-2025 pricing are improbable. Last stated 11 months ago
3 Dec 2025
AD
Aswath Damodaran — holds since 2025-12-03 — tap for who they are
Same subject: A government taking a stake in its chipmaker is ordinary infrastructure policy — Taiwan, Japan and Singapore all did it. — tap to centre the map on it A government taking a stake in its chipmaker is ordinary infrastructure policy — Taiwan, Japan and Singapore all did it. Last stated 4 months ago
18 Jun 2026
LT
Lip-Bu Tan — holds since 2026-06-18 — tap for who they are
Same subject: A homebuilt accelerator forces you to be your own operator; Nvidia systems are designed for anyone to operate, which is why they are in every cloud. — tap to centre the map on it A homebuilt accelerator forces you to be your own operator; Nvidia systems are designed for anyone to operate, which is why they are in every cloud. Last stated 6 months ago
15 Apr 2026
JH
Jensen Huang — holds since 2026-04-15 — tap for who they are
Same subject: A semiconductor fab costs what it costs because it is a mass-production factory that has to hold atomic precision around the clock. — tap to centre the map on it A semiconductor fab costs what it costs because it is a mass-production factory that has to hold atomic precision around the clock. Last stated 2 years ago
3 May 2024
BP
Brian Potter — holds since 2024-05-03 — tap for who they are
Same subject: A semiconductor fab is mostly its tools; the building around them is the cheap part. — tap to centre the map on it A semiconductor fab is mostly its tools; the building around them is the cheap part. Last stated 2 years ago
3 May 2024
BP
Brian Potter — holds since 2024-05-03 — tap for who they are
Same subject: AI data centers have shifted from about 1 CPU per 8 GPUs to roughly 1:4, and the ratio could shrink to 1:1. — tap to centre the map on it AI data centers have shifted from about 1 CPU per 8 GPUs to roughly 1:4, and the ratio could shrink to 1:1. Last stated 4 weeks ago
24 Sept 2026
GO
Gergely Orosz — holds since 2026-09-24 — tap for who they are
Same subject: AMD's hardware is in many ways better than NVIDIA's and it does not matter, because the software gulf is too large and AMD has never resourced closing it. — tap to centre the map on it AMD's hardware is in many ways better than NVIDIA's and it does not matter, because the software gulf is too large and AMD has never resourced closing it. Last stated 2 years ago
3 Feb 2025
DP
Dylan Patel — holds since 2025-02-03 — tap for who they are
Same subject: An outside expert's understanding of somebody else's problem is bounded, because they do not have to live with the design after they leave. — tap to centre the map on it An outside expert's understanding of somebody else's problem is bounded, because they do not have to live with the design after they leave. Last stated 4 months ago
1 Jul 2026
KB
Kent Beck — holds since 2026-07-01 — tap for who they are
Same subject: Anyone who cannot write a full software stack for NVIDIA's generic GPUs has no chance of writing one for their own, more specialised, AI chip. — tap to centre the map on it Anyone who cannot write a full software stack for NVIDIA's generic GPUs has no chance of writing one for their own, more specialised, AI chip. Last stated 3 years ago
29 Jun 2023
GH
George Hotz — holds since 2023-06-29 — tap for who they are
Same subject: A PHP vulnerability found with GPT-5.6 Sol will cause havoc this week. — tap to centre the map on it A PHP vulnerability found with GPT-5.6 Sol will cause havoc this week. Last stated 2 days ago
21 Oct 2026
PS
Peter Steinberger — holds since 2026-10-21 — tap for who they are
Same subject: A startup should not begin life as a nonprofit and bolt a for-profit arm on later, whatever OpenAI's own history suggests. — tap to centre the map on it A startup should not begin life as a nonprofit and bolt a for-profit arm on later, whatever OpenAI's own history suggests. Last stated 3 years ago
18 Mar 2024
SA
Sam Altman — holds since 2024-03-18 — tap for who they are
Same subject: A tiny language model inventing a plausible-sounding name is the same phenomenon as a large one confidently stating a false fact. — tap to centre the map on it A tiny language model inventing a plausible-sounding name is the same phenomenon as a large one confidently stating a false fact. Last stated 8 months ago
12 Feb 2026
AK
Andrej Karpathy — holds since 2026-02-12 — tap for who they are
Same subject: Agent containment will be one of the most important priorities for any AI infra company. — tap to centre the map on it Agent containment will be one of the most important priorities for any AI infra company. Last stated a week ago
14 Oct 2026
GR
Guillermo Rauch — holds since 2026-10-14 — tap for who they are
Same subject: If OpenAI really never told RubyGems of its agents' attack, either it failed to find it in its logs after later incidents or chose silence, and both are bad. — tap to centre the map on it If OpenAI really never told RubyGems of its agents' attack, either it failed to find it in its logs after later incidents or chose silence, and both are bad. Last stated a month ago
12 Sept 2026
SW
Simon Willison — holds since 2026-09-12 — tap for who they are
Same subject: In the 2026 OpenAI/Hugging Face agent incident, AI agents showed planning and organizational autonomy, but not goal autonomy -- no spontaneous invention of an independent terminal objective. — tap to centre the map on it In the 2026 OpenAI/Hugging Face agent incident, AI agents showed planning and organizational autonomy, but not goal autonomy -- no spontaneous invention of an independent terminal objective. Last stated 2 months ago
31 Aug 2026
VR
Venkatesh Rao — holds since 2026-08-31 — tap for who they are
Same subject: AI companies are building powerful and beautiful walled gardens. — tap to centre the map on it AI companies are building powerful and beautiful walled gardens. Last stated yesterday
22 Oct 2026
KD
Kent C. Dodds — holds since 2026-10-22 — tap for who they are
Same subject: Anthropic or OpenAI's revenue could equal or exceed the combined revenue of Elon Musk's public companies within the next one to two years. — tap to centre the map on it Anthropic or OpenAI's revenue could equal or exceed the combined revenue of Elon Musk's public companies within the next one to two years. Last stated 3 months ago
7 Aug 2026
DT
Derek Thompson — holds since 2026-08-07 — tap for who they are
Same subject: Anthropic's new credit scheme goes some way to overcoming the difference with OpenAI's Codex subscription deal. — tap to centre the map on it Anthropic's new credit scheme goes some way to overcoming the difference with OpenAI's Codex subscription deal. Last stated 2 weeks ago
7 Oct 2026
SW
Simon Willison — holds since 2026-10-07 — tap for who they are
At the centre
The revenue growth and margins needed to justify Nvidia’s and OpenAI’s late-2025 pricing are improbable.
Holds Read this korrent →
A government taking a stake in its chipmaker is ordinary infrastructure policy — Taiwan, Japan and Singapore all did it.
Holds
A homebuilt accelerator forces you to be your own operator; Nvidia systems are designed for anyone to operate, which is why they are in every cloud.
Holds
A semiconductor fab costs what it costs because it is a mass-production factory that has to hold atomic precision around the clock.
Holds
A semiconductor fab is mostly its tools; the building around them is the cheap part.
Holds
AI data centers have shifted from about 1 CPU per 8 GPUs to roughly 1:4, and the ratio could shrink to 1:1.
Holds
AMD's hardware is in many ways better than NVIDIA's and it does not matter, because the software gulf is too large and AMD has never resourced closing it.
Holds
An outside expert's understanding of somebody else's problem is bounded, because they do not have to live with the design after they leave.
Holds
Anyone who cannot write a full software stack for NVIDIA's generic GPUs has no chance of writing one for their own, more specialised, AI chip.
Holds
A PHP vulnerability found with GPT-5.6 Sol will cause havoc this week.
Holds
A startup should not begin life as a nonprofit and bolt a for-profit arm on later, whatever OpenAI's own history suggests.
Holds
A tiny language model inventing a plausible-sounding name is the same phenomenon as a large one confidently stating a false fact.
Holds
Agent containment will be one of the most important priorities for any AI infra company.
Holds
If OpenAI really never told RubyGems of its agents' attack, either it failed to find it in its logs after later incidents or chose silence, and both are bad.
Holds
In the 2026 OpenAI/Hugging Face agent incident, AI agents showed planning and organizational autonomy, but not goal autonomy -- no spontaneous invention of an independent terminal objective.
Holds
AI companies are building powerful and beautiful walled gardens.
Holds
Anthropic or OpenAI's revenue could equal or exceed the combined revenue of Elon Musk's public companies within the next one to two years.
Holds
Anthropic's new credit scheme goes some way to overcoming the difference with OpenAI's Codex subscription deal.
Holds